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Master Book
  Master Book Features  
     
 
Master Book
 
             
   
Names
 
Addresses
   
   
  • Primary Name & Secondary Name stored for each patron
  • Unlimited number of additional names including: nicknames, children's names, program/acknowledgment names stored for each patron
 
  • Unlimited number of addresses stored for each patron including: primary address, bill to and ship to addresses.
  • Each address is clearly identified as to its type
   
   
Relationships
 
Phones
   
   
  • Establish relationships between patrons. For example: subscribes with, sits with, employed by, etc.
 
  • Unlimited number of phone numbers stored for each patron.
  • Each phone is clearly identified as to its type
  • Area Code is stored separately to facilitate area code changes
  • Each phone number may also include an extension
   
   
Search
 
Email/Web Addresses
   
   
  • Locate patrons using Search function
  • Search by Name, Patron ID, Phone Number, Address or Zipcode.
  • Search will locate any name, not just primary or secondary name
  • Search will maintain results if a second search is conducted
 
  • Unlimited number of email/web addresses stored for each patron.
  • Each address is clearly identified as to its type
   
   

Adding Records to the Master Book

NEW FEATURE! Do you receive lists of names and address via email or other document? Simply highlight an address block including name, address, phone number(s) and email address and press the "ADD CLIP" button in the Master Book. smartware will automatically add the record. It doesn't matter what order the information is in, the system will sort it out.

   
             
  Master Book/Ticket Window/Donation Window Layouts  
  You may select from Basic, Standard, Enhanced and Extended layouts for each area of the software that contains patrons (Master Book, Ticket Sales Window, Donation Window). Each layout contains different information and the setting you select will control how the Master Book appears.  
   
Master Book Layouts
   
   

Basic

   
   
PAGE 1 PAGE 2
Patron Address(es)   Name Header  
Sub Memberships Ticket Memberships
Email & Web Phone(s) User-Defined Memberships
Picklist Fields Custom Fields
General Notes
   
    Standard    
   
PAGE 1 PAGE 2
Patron Address(es)   Name Header  
General Notes
Additional Names Phone(s)
Sub Membership Ticket Membershp
  Email & Web   User-Defined Memberhsip
   
PAGE 3 PAGE 4
  Name Header     Name Header  
Picklist Fields Custom Fields Patron Logs
   
    Enhanced    
   
PAGE 1 PAGE 2
Patron Address(es)   Name Header  
General Notes Secure Notes
Additional Names Phone(s)
Related Patrons Email & Web
PAGE 3 PAGE 4
  Name Header     Name Header  
Donor Membership User-Defined Membership Picklist Fields
Sub Membership
Tkt Membership
PAGE 5 PAGE 6
  Name Header     Name Header  
Custom Fields Name Sets Patron Logs
   
    Extended    
   
PAGE 1 PAGE 2
Patron Address(es)   Name Header  
General Notes Secure Notes
Additional Names Phone(s)
Related Patrons Email & Web
PAGE 3 PAGE 4
  Name Header     Name Header  
Donor Memberships User-Defined Memberships
Sub Memberships Tkt Memberships
PAGE 5 PAGE 6
  Name Header     Name Header  
Picklist Fields Custom Fields Name Sets
PAGE 7 PAGE 8
  Name Header     Name Header  
Patron Logs Ticket Sales History Donation History
   
     
 
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